• Warren Investimentos

  Participated · Series C · Apr 2021

  Warren operates a fee-based wealth management platform (the "Warren Model") offering a free savings account, direct-access trading, and goal-based managed portfolios with a flat fee and 100% cashback on third‑party fund commissions. The company also runs Warren for Business, a platform for investment professionals that it aims to scale to 400 partners and to represent 60% of total AUM (currently 20%). Future plans funded by the raise include hiring, technological enhancements, potential M&A, expanding both digital and physical presence, and increasing partner adoption. Warren has invested in a full product suite including currency exchange, life insurance, education, financial planning and offshore services, plus an institutional business launched in 2020. Operating metrics disclosed: the firm grew AUM from R$500 million in 2020 to R$5 billion and employs about 400 people across nine offices. Warren is a digital brokerage platform that provides clients investment advice alongside self-service access to investment products and charges a flat fee on assets under management with no commissions. The platform offers more than 400 products, including seven funds managed by Warren, and has reached 130,000 clients with two billion Reais in managed assets. In spite of COVID-19 and Brazil's financial challenges, Warren has doubled its AUM and increased its employee base by 30%. The company plans to hire 80 additional collaborators by the end of the year and to double its partner network from more than 200 to 400 by December. Warren is developing Warren for Business, a white-label platform to offer partners products and services such as insurance, private pension plans and financial planning. Founded in 2017 in Porto Alegre, the company says it will continue investing primarily in technology to expand its offerings and distribution.

• Loadsmart

  Led · Series C · Nov 2020

  Founded in 2014 and based in Chicago, Loadsmart builds automation and machine-learning systems to price, book, and move freight. Its platform matches loads to a network of over 680,000 trucks, employs a pricing model that considers 400+ parameters, and uses dynamic pricing to react to market shifts. Product features include GPS-guided cargo tracking, carrier screening for safety standards, and automated classification of shipping documents. The company has expanded via acquisitions (Kamion and Opendock), launched mode-optimization and a Home Depot-integrated marketplace, and opened a 35,000-square-foot headquarters. Loadsmart reported strong recent growth — 232% year-over-year revenue growth in Q2 2021 (32% quarter-over-quarter) and 114% year-over-year growth in Q3 2021 — with gross revenues north of $250 million and a projection to double in the next 12 months. It employed 581 people and says its gross margin profile is roughly double that of direct competitors. Loadsmart is an on-demand digital freight platform that lets customers book transportation across land, rail and ports from a single online portal. It recently added the ability to ship partial truckloads. The company plans to use new funding to continue building out its platform to offer more end-to-end logistics services. Loadsmart said it will pursue part of that expansion through a new collaboration with strategic investor TFI International. The company reported revenue growth of 250% across 2020 while keeping operating expenses flat. Loadsmart framed its growth as organic, contrasting its approach with competitors that it said subsidize customers’ freight spend. Loadsmart is a digital freight platform specializing in truckload and intermodal shipping. Co‑founded by Ricardo Salgado (CEO) and Felipe Capella (CPO), the company is based in Chicago and New York City. It leverages data and machine learning to build AI-driven processes into the freight cycle, enabling shippers to book a truck in seconds and providing instant, targeted loads to carriers. The company offers a web-based instant booking service for small and medium-sized shippers and an API-integrated solution for enterprise accounts. Loadsmart recently launched Loadsmart Drayage Instant Booking and is focusing on a Smart Drayage initiative funded by its latest raise. The firm’s financing position includes the new $19M round and prior rounds totaling $53.4M to date. Loadsmart is a NYC-based digital freight broker that leverages artificial intelligence to automate the truckload booking flow in the United States. It provides instant prices to shippers with capacity guaranteed on all U.S. lanes and offers manual booking or server-to-server API integration for automated bookings with no human intervention. The company was co-founded by Ricardo Salgado and Felipe Capella. Loadsmart plans to use the Series A proceeds to scale its operations team and double down on product and engineering. The company has raised a total of $34.7M to date. It also signed a strategic partnership with funds managed by Oaktree Capital Management to explore mutually beneficial collaboration.

• BizCapital

  Participated · Equity · Jun 2020

  BizCapital is an online lender founded in 2016 that offers quick financing for working capital to Brazilian small and medium-sized businesses. The company reports more than 5,000 customers across 1,200 cities. BizCapital said it has seen four times as many business credit inquiries year over year. Management plans to use the new capital to develop additional products for SMBs and to expand into new distribution channels. CEO Francisco Ferreira framed the raise as a vote of confidence in the company’s ability to innovate in the Latin American credit market amid COVID-19 headwinds. The firm positions itself as a fast, reliable financing option for entrepreneurs throughout the lifecycle of their companies.

• Metalshub

  Participated · Equity · Nov 2019

  Metalshub is a Düsseldorf-based digital trading and price-intelligence platform that digitizes commercial trading of raw metals. The company offers a consumer-grade procurement marketplace and transaction-based price intelligence, publishing indices for products such as ferrochrome, ferrovanadium, and ferrosilicon. Its platform aims to replace email and spreadsheet-based trading, modernizing industrial supply-chain procurement. Metalshub promotes supply-chain transparency to help customers meet sustainability goals and address CO2 accountability in the steel industry. The platform counts over 1,100 companies active, including Outokumpu, Saarstahl, Dillinger and Swiss Steel Group, and has recorded over $750 million in traded volume since its 2017 launch. Metalshub plans to expand beyond Europe and is targeting $1 billion in gross merchandise value by the end of the year. Metalshub operates a digital marketplace for alloying elements (e.g., nickel, molybdenum, chromium) where buyers post specifications and sellers transact. The company was founded in December 2016 and launched an MVP a year later, when it completed its first transaction. The platform is available in eight languages and hosts about 600 registered companies that post over 150 requests per month. Metalshub runs a classic marketplace model: sellers pay a transaction fee on successful contracts and can optionally purchase services such as transport, credit insurance and financing through the platform. In 2018 the platform achieved a Gross Merchandise Value (GMV) of €23 million and expects to exceed €70 million in GMV in the current year. The company plans to add paid market information and statistics next year and aims to continue growing team, customers and product to become a "tool of choice" for raw-material trading.

No current team members are available.